Flows/Create a child tag

flowplatformCARE 3.0+

Overview

This flow describes how to add a child tag under a root tag in Care.

A child tag gives users a fixed set of choices under one parent. When a user applies tags to a record, only one child tag from the same parent applies at a time. If the user selects another child under the same parent, Care replaces the current selection. Root tags without children do not have this limit. Users can combine them freely.

Pre-requisites

You or another administrator created the root tag that you want to extend.
You have the permissions listed below.

Permissions

Permission	Access
Can Create Tag Config on Facility	Lets you create a tag in the facility. Facility Admin and Admin have this permission.

Steps

1. Open the root tag

Open the detail page of the root tag. See the View tags flow.

2. Start the child tag form

Go to the Child Tags section. Select Add child tag. Care opens the same tag form that you use for a root tag. Care links the new tag to the parent tag.

3. Complete the tag form

Enter the details of the child tag.

Components	What it captures
Display name	The name that users see for this tag.
Category	The category of the tag. Care fills this field from the parent tag.
Resource	The record type that the tag applies to. Care disables this field. A child tag always uses the resource type of its parent.
Priority	The order of the tag in lists. Care sets the priority of the parent as the default value.
Status	The status of the tag.
Description	More information about the tag.

You enter Display name, Status, and Description in the same way as for a root tag.

4. Save the tag

Select the submit button.

Expected Outcome

Care shows the message “Tag Config created successfully”.
The new tag is in the Child Tags list of the parent tag.

Concept: Concepts/Tag
Reference: References/Tagging